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Vanguard S&P 500 Value ETF

434 hedge funds and large institutions have $2.76B invested in Vanguard S&P 500 Value ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 33

35% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 119

10% more capital invested

Capital invested by funds: $2.51B → $2.76B (+$255M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 421434 (+13)

1.67% more ownership

Funds ownership: 43.93%45.6% (+1.7%)

69% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $5.96M

Holders
434
Holders Change
+13
Holders Change %
+3.09%
% of All Funds
5.28%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
51
Increased
161
Reduced
119
Closed
33
Calls
$1.84M
Puts
$5.96M
Net Calls
-$4.12M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
126
Citizens Financial Group
Rhode Island
$1.54M +$238K +1,177 +19%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$1.54M -$1.5M -7,392 -50%
SC
128
Sierra Capital
Florida
$1.54M +$11.7K +58 +0.8%
Renaissance Technologies
129
Renaissance Technologies
New York
$1.52M -$567K -2,800 -27%
NLA
130
Northern Lights Advisors
Washington
$1.48M +$1.47M +7,248 New
IF
131
Intrua Financial
Texas
$1.48M -$49.8K -246 -3%
TWC
132
TD Waterhouse Canada
Ontario, Canada
$1.48M -$14.4K -71 -1%
BFA
133
Bragg Financial Advisors
North Carolina
$1.41M -$8.1K -40 -0.6%
CF
134
Centaurus Financial
California
$1.37M +$132K +654 +11%
TC
135
TownSquare Capital
Utah
$1.36M -$28.1K -139 -2%
ECM
136
Evergreen Capital Management
Washington
$1.35M
AW
137
Avion Wealth
Texas
$1.35M -$9.52K -47 -0.7%
US Bancorp
138
US Bancorp
Minnesota
$1.34M -$73.9K -365 -5%
AF
139
Apollon Financial
South Carolina
$1.31M -$41.1K -203 -3%
CA
140
CoreCap Advisors
Michigan
$1.31M +$27.9K +138 +2%
EWM
141
Evercore Wealth Management
New York
$1.29M
JWCA
142
J.W. Cole Advisors
Florida
$1.29M +$311K +1,535 +30%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$1.29M +$262K +1,295 +26%
AR
144
Apeiron RIA
Texas
$1.28M -$8.51K -42 -0.7%
BCM
145
Brookstone Capital Management
Illinois
$1.28M +$36.2K +179 +3%
CFGSD
146
Compass Financial Group (South Dakota)
South Dakota
$1.27M
GAM
147
Gemmer Asset Management
California
$1.25M
LTL
148
Lowery Thomas LLC
California
$1.25M +$5.67K +28 +0.5%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$1.24M +$83.8K +414 +7%
RIA
150
Regal Investment Advisors
Michigan
$1.23M +$96.2K +475 +9%